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U.S. Diversified Financial Industry Analysis

UpdatedJun 10, 2026
DataAggregated Company Financials
Companies136
  • 7D1.7%
  • 3M0.3%
  • 1Y-10.9%
  • YTD-7.5%

In the last week, the Diversified Financial industry is up 1.7%, with Berkshire Hathaway up 3.2%. Meanwhile, Block actually underperformed within the industry, shrinking 7.9% in the last week. However, the industry is down 11% over the past year. Looking forward, earnings are forecast to grow by 8.0% annually.

Industry Valuation and Performance

Has the U.S. Diversified Financial Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 10 Jun 2026US$2.6tUS$719.5bUS$131.2b16.6x19.5x3.6x
Fri, 08 May 2026US$2.6tUS$715.5bUS$128.8b18.5x19.9x3.6x
Sun, 05 Apr 2026US$2.5tUS$711.2bUS$123.5b15.8x20.4x3.5x
Tue, 03 Mar 2026US$2.7tUS$708.8bUS$123.1b17.8x21.6x3.7x
Thu, 29 Jan 2026US$2.7tUS$697.2bUS$127.0b14.8x21.1x3.8x
Sat, 27 Dec 2025US$2.9tUS$695.0bUS$126.9b13.8x22.6x4.1x
Mon, 24 Nov 2025US$2.7tUS$696.8bUS$127.3b13.2x21.6x3.9x
Wed, 22 Oct 2025US$2.9tUS$687.0bUS$120.0b16.5x23.8x4.2x
Fri, 19 Sep 2025US$2.9tUS$689.2bUS$120.6b16.8x24.3x4.3x
Sun, 17 Aug 2025US$2.9tUS$686.4bUS$120.7b16x23.7x4.2x
Tue, 15 Jul 2025US$2.8tUS$680.5bUS$141.3b16.4x19.9x4.1x
Thu, 12 Jun 2025US$2.9tUS$679.4bUS$141.4b15.9x20.6x4.3x
Sat, 10 May 2025US$2.9tUS$678.5bUS$141.1b15x20.4x4.2x
Mon, 07 Apr 2025US$2.7tUS$672.3bUS$151.9b13.9x17.7x4x
Wed, 05 Mar 2025US$3.0tUS$673.0bUS$152.2b16.1x19.7x4.5x
Fri, 31 Jan 2025US$2.9tUS$668.8bUS$160.7b18x18x4.3x
Sun, 29 Dec 2024US$2.8tUS$667.6bUS$160.0b17.6x17.5x4.2x
Tue, 26 Nov 2024US$2.8tUS$667.7bUS$160.1b18.7x17.5x4.2x
Thu, 24 Oct 2024US$2.7tUS$661.0bUS$127.3b15.7x21.1x4.1x
Sat, 21 Sep 2024US$2.6tUS$660.8bUS$128.0b16.1x20.6x4x
Mon, 19 Aug 2024US$2.5tUS$660.4bUS$127.8b15.7x19.6x3.8x
Wed, 17 Jul 2024US$2.5tUS$663.3bUS$131.7b15x18.9x3.8x
Fri, 14 Jun 2024US$2.4tUS$673.5bUS$131.5b13.8x18.2x3.6x
Sun, 12 May 2024US$2.5tUS$673.4bUS$131.4b15.2x18.7x3.7x
Tue, 09 Apr 2024US$2.5tUS$659.2bUS$147.9b14.8x17x3.8x
Thu, 07 Mar 2024US$2.4tUS$663.0bUS$147.4b14.7x16.5x3.7x
Sat, 03 Feb 2024US$2.4tUS$650.0bUS$107.9b16.9x22.3x3.7x
Mon, 01 Jan 2024US$2.3tUS$648.5bUS$107.0b13.9x21.2x3.5x
Wed, 29 Nov 2023US$2.2tUS$648.7bUS$107.0b13.3x20.4x3.4x
Fri, 27 Oct 2023US$2.0tUS$629.9bUS$109.6b12.2x18.2x3.2x
Sun, 24 Sep 2023US$2.1tUS$622.1bUS$106.8b12.5x19.9x3.4x
Tue, 22 Aug 2023US$2.1tUS$621.6bUS$106.8b12.9x19.9x3.4x
Thu, 20 Jul 2023US$2.2tUS$598.0bUS$31.2b12.2x69.2x3.6x
Sat, 17 Jun 2023US$2.1tUS$598.0bUS$31.2b10.7x66x3.4x
Price to Earnings Ratio

66x


Total Market Cap: US$2.1tTotal Earnings: US$31.2bTotal Revenue: US$598.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Diversified Financial Industry Price to Earnings3Y Average 22.5x202420252026
Current Industry PE
  • Investors are pessimistic on the American Diversified Financial industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 19.5x which is lower than its 3-year average PE of 22.5x.
  • The industry is trading close to its 3-year average PS ratio of 3.9x.
Past Earnings Growth
  • The earnings for companies in the Diversified Financial industry have grown 61% per year over the last three years.
  • Revenues for these companies have grown 6.4% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Financials industry?

US Market-3.33%
Financials1.60%
Diversified Financial1.68%
Multi-Sector Holdings3.19%
Other Diversified Financial Services2.81%
Transaction and Payment Processing Services0.68%
Specialized Finance-4.68%
Industry PE
  • Investors are most optimistic about the Other Diversified Financial Services industry which is trading above its 3-year average PE ratio of 24.5x.
    • Analysts are expecting annual earnings growth of 33.4%, which is higher than its past year's earnings growth of 13.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Specialized Finance industry, expecting annual earnings growth of 34% over the next 5 years.
  • This is better than its past earnings growth rate of 8.6% per year.
  • In contrast, the Multi-Sector Holdings industry is expected to see its earnings decline by 2.2% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
BRK.A Berkshire HathawayUS$729.86k3.2%
+US$32.6b		-0.8%PE14.5x
MA MastercardUS$495.243.7%
+US$15.5b		-16.0%PE28.1x
V VisaUS$325.052.4%
+US$14.6b		-12.3%PE27.8x
APO Apollo Global ManagementUS$132.703.1%
+US$2.3b		-2.2%PE66.2x
VOYA Voya FinancialUS$88.477.2%
+US$536.7m		30.1%PE12.6x

Latest News

FISV
US$54.03
Fiserv
7D
-4.3%
1Y
-68.0%
MA
US$495.24
Mastercard
7D
3.7%
1Y
-16.0%
PAYO
US$6.39
Payoneer Global
7D
19.4%
1Y
-6.9%
PAYP
US$14.59
PayPay
7D
-22.0%
1Y
n/a
Seeking Alpha • 19h

PayPay: Below The IPO Price, But Not Clearly Undervalued

Summary PayPay Corporation is rated Hold as its current valuation already reflects strong growth and profitability, despite recent share price weakness. PAYP's payments segment delivered 23% GMV growth and doubled segment profit, with operating leverage driving a 29% adjusted EBITDA margin. Financial services are emerging as a second profit engine but introduce new risks such as credit exposure and regulatory scrutiny. While PAYP trades at a premium to peers on sales and EBITDA, the lack of a clear margin of safety tempers upside potential. I rate PayPay a Hold with a positive bias. Read the full article on Seeking Alpha
CRBG
US$27.59
Corebridge Financial
7D
2.0%
1Y
-16.7%
XYZ
US$68.29
Block
7D
-7.9%
1Y
5.9%
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Block: The Post-Restructuring Era Has Begun (Rating Downgrade)

Summary Block is rated a buy, driven by explosive Cash App lending growth and robust margin expansion post-workforce reduction. XYZ posted 27% YoY gross profit growth and 56% YoY adjusted operating income growth, exceeding guidance and highlighting operational leverage. Management projects 19–20% YoY gross profit growth for 2024, with incremental margins expected to trend toward 25–30% long term. Valuation remains compelling at 11x to 13x long-term earnings, supported by a strong balance sheet and disciplined cost structure. Read the full article on Seeking Alpha
BRK.A
US$729,862.00
Berkshire Hathaway
7D
3.2%
1Y
-0.8%
V
US$325.05
Visa
7D
2.4%
1Y
-12.3%
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V: Stablecoin And AI Initiatives Will Sustain Network Advantage Into New Partnerships

Visa's analyst price target has been nudged higher by about $0.09, with analysts citing slight adjustments in discount rates, revenue growth, profit margins, and expected future P/E as the basis for the change. Analyst Commentary Recent Street research on Visa shows a mix of fresh bullish initiations, target increases, and meaningful target cuts.
AFRM
US$65.11
Affirm Holdings
7D
-8.3%
1Y
6.7%
Narrative Update • Jun 09

AFRM: Expanded Funding And Commerce Partnerships Will Support Future Upside Potential

Analysts have lifted their targets on Affirm Holdings, with several firms nudging price objectives higher by low to mid single digit dollar amounts. They point to stronger projected Gross Merchandise Volume, supportive retail spending trends, and recent promotional activity as key drivers behind refreshed models.
APO
US$132.70
Apollo Global Management
7D
3.1%
1Y
-2.2%
GPN
US$63.81
Global Payments
7D
-13.8%
1Y
-21.0%
Narrative Update • Jun 07

GPN: Share Pullback And FY26 Cash Generation Plan Will Drive Repricing

Global Payments' updated analyst price targets reflect a modest trim of intrinsic value to about $95 per share, as analysts factor in slightly higher discount rates and only minor adjustments to growth and margin assumptions. At the same time, recent research argues that the recent double digit share pullback and concerns about near term guidance may be overdone.
RKT
US$13.18
Rocket Companies
7D
-6.1%
1Y
0.7%
VOYA
US$88.47
Voya Financial
7D
7.2%
1Y
30.1%
Narrative Update • Jun 06

VOYA: Activist Pressure And Retirement Platform Scale Will Shape Future Outcomes

Analysts have nudged the fair value estimate for Voya Financial higher from $86 to about $89.55, reflecting a series of updated price targets that cite activist interest, refreshed sum-of-the-parts work, and recent research around earnings and business mix. Analyst Commentary Recent research shows a split picture around Voya Financial, with several bullish analysts lifting price targets while others trim them after the latest earnings.
FIS
US$39.98
Fidelity National Information Services
7D
-6.0%
1Y
-50.7%
Narrative Update • Jun 06

FIS: AI Banking Partnerships Will Support Future Cash Generation

Analysts have lowered their fair value estimate for Fidelity National Information Services, reducing their price target from about $65.29 to $58.76 as they incorporate updated assumptions for discount rate, revenue growth, profit margins and future P/E multiples. What's in the News FIS reported Q1 2026 adjusted EPS of US$1.36, about 6.4% above consensus, with revenue of US$3.3b.
PYPL
US$41.46
PayPal Holdings
7D
-6.9%
1Y
-44.5%
ESNT
US$57.78
Essent Group
7D
2.8%
1Y
-0.2%
Narrative Update • Jun 02

ESNT: Future Returns Will Reflect 2026 Buybacks And Reinsurance Expansion

Essent Group's updated analyst price target now sits at $69.00. This is a modest adjustment supported by analysts' expectations for constrained earnings and premium growth in the core mortgage insurance business, slightly lower projected profit margins, and a somewhat higher discount rate, even as they factor in revised revenue growth assumptions and a marginally lower future P/E.